Prudent Man Investment Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$297.3M
Q ending 2026-03-31
Prior quarter
$297.4M
Q ending 2025-12-31
Change
+0.0% QoQ · +64.7% YoY
Positions
169
reported holdings
Largest positions
Top 100 of 169 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $94.3M | 2.4M |
| Dimensional Etf Trust | DUSB | Shares | $80.9M | 1.6M |
| Dimensional Etf Trust | DFAI | Shares | $40.2M | 1.1M |
| Dimensional Etf Trust | DFUV | Shares | $22.3M | 480K |
| Dimensional Etf Trust | DFAU | Shares | $17.1M | 365K |
| Dimensional Etf Trust | DFAE | Shares | $11.3M | 348K |
| Dimensional Etf Trust | DFLV | Shares | $10.4M | 305K |
| Apple Inc | AAPL | Shares | $3.9M | 14K |
| Dimensional Etf Trust | DFAW | Shares | $2.9M | 39K |
| Dimensional Etf Trust | DFAX | Shares | $1.4M | 43K |
| Vanguard Bd Index Fds | VUSB | Shares | $1.4M | 28K |
| Dimensional Etf Trust | DFAT | Shares | $901K | 15K |
| Vanguard Index Fds | VTI | Shares | $700K | 2K |
| American Centy Etf Tr | AVXC | Shares | $643K | 10K |
| Dimensional Etf Trust | DFSV | Shares | $577K | 18K |
| Dimensional Etf Trust | DFUS | Shares | $554K | 7K |
| Vanguard World Fd | MGK | Shares | $494K | 1K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $381K | 2K |
| Nvidia Corporation | NVDA | Shares | $364K | 2K |
| Ishares Inc | EMXC | Shares | $344K | 5K |
| Vanguard Index Fds | VTV | Shares | $340K | 2K |
| Walmart Inc | WMT | Shares | $331K | 3K |
| Vanguard Star Fds | VXUS | Shares | $327K | 4K |
| Dimensional Etf Trust | DFAS | Shares | $310K | 4K |
| Microsoft Corp | MSFT | Shares | $309K | 639 |
| Lockheed Martin Corp | LMT | Shares | $247K | 510 |
| Vanguard Index Fds | VOO | Shares | $242K | 386 |
| Exxon Mobil Corp | XOM | Shares | $195K | 2K |
| American Express Co | AXP | Shares | $166K | 449 |
| Vanguard Intl Equity Index F | VT | Shares | $165K | 1K |
| Caseys Gen Stores Inc | CASY | Shares | $144K | 260 |
| Ishares Tr | IVV | Shares | $131K | 191 |
| Spdr S&P 500 Etf Tr | SPY | Shares | $129K | 189 |
| Alphabet Inc | GOOGL | Shares | $122K | 389 |
| Bank America Corp | BAC | Shares | $93K | 2K |
| Disney Walt Co | DIS | Shares | $91K | 804 |
| Public Svc Enterprise Grp In | PEG | Shares | $91K | 1K |
| Dimensional Etf Trust | DEXC | Shares | $89K | 1K |
| Xcel Energy Inc | XEL | Shares | $87K | 1K |
| Goldman Sachs Group Inc | GS | Shares | $83K | 94 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $81K | 162 |
| Oracle Corp | ORCL | Shares | $81K | 416 |
| Thermo Fisher Scientific Inc | TMO | Shares | $80K | 138 |
| Schwab Strategic Tr | SCHE | Shares | $78K | 2K |
| Eli Lilly & Co | LLY | Shares | $76K | 71 |
| Wells Fargo Co New | WFC | Shares | $75K | 800 |
| Johnson & Johnson | JNJ | Shares | $72K | 350 |
| Dbx Etf Tr | SNPE | Shares | $67K | 1K |
| Pepsico Inc | PEP | Shares | $66K | 460 |
| Asml Holding N V | Shares | $64K | 60 | |
| Interdigital Inc | IDCC | Shares | $64K | 200 |
| Jpmorgan Chase & Co. | JPM | Shares | $63K | 194 |
| Chevron Corp New | CVX | Shares | $57K | 373 |
| Waste Mgmt Inc Del | WM | Shares | $54K | 248 |
| Amazon Com Inc | AMZN | Shares | $53K | 229 |
| Expedia Group Inc | EXPE | Shares | $52K | 185 |
| Abbvie Inc | ABBV | Shares | $49K | 215 |
| Dimensional Etf Trust | DFIV | Shares | $48K | 970 |
| Lowes Cos Inc | LOW | Shares | $48K | 200 |
| Mcdonalds Corp | MCD | Shares | $39K | 127 |
| Comcast Corp New | CMCSA | Shares | $36K | 1K |
| Palantir Technologies Inc | PLTR | Shares | $35K | 198 |
| Abbott Labs | ABT | Shares | $33K | 261 |
| Dimensional Etf Trust | DISV | Shares | $32K | 838 |
| Wec Energy Group Inc | WEC | Shares | $32K | 300 |
| Ppg Inds Inc | PPG | Shares | $31K | 300 |
| Schwab Strategic Tr | SCHX | Shares | $30K | 1K |
| Dimensional Etf Trust | DFIS | Shares | $29K | 893 |
| Philip Morris Intl Inc | PM | Shares | $29K | 180 |
| Illinois Tool Wks Inc | ITW | Shares | $27K | 108 |
| Sempra | SRE | Shares | $26K | 300 |
| Vanguard Index Fds | VUG | Shares | $25K | 52 |
| Cardinal Health Inc | CAH | Shares | $23K | 111 |
| Blackrock Inc | BLK | Shares | $22K | 21 |
| Us Bancorp Del | USB | Shares | $22K | 417 |
| Visa Inc | V | Shares | $22K | 63 |
| Barrett Business Svcs Inc | BBSI | Shares | $22K | 601 |
| Verizon Communications Inc | VZ | Shares | $21K | 520 |
| Ishares Tr | IWM | Shares | $20K | 83 |
| Tesla Inc | TSLA | Shares | $20K | 45 |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $20K | 65 |
| Intel Corp | INTC | Shares | $19K | 520 |
| Travelers Companies Inc | TRV | Shares | $17K | 58 |
| Procter And Gamble Co | PG | Shares | $17K | 117 |
| Nike Inc | NKE | Shares | $17K | 263 |
| Broadcom Inc | AVGO | Shares | $16K | 47 |
| Gilead Sciences Inc | GILD | Shares | $16K | 132 |
| Vanguard Bd Index Fds | BSV | Shares | $16K | 204 |
| Meta Platforms Inc | META | Shares | $16K | 24 |
| American Centy Etf Tr | AVGE | Shares | $15K | 169 |
| Keycorp | KEY | Shares | $14K | 693 |
| Firstenergy Corp | FE | Shares | $13K | 300 |
| Baxter Intl Inc | BAX | Shares | $13K | 700 |
| Ishares Tr | GOVT | Shares | $13K | 575 |
| Boeing Co | BA | Shares | $13K | 60 |
| Schwab Strategic Tr | SCHB | Shares | $12K | 470 |
| Novartis Ag | NVS | Shares | $12K | 84 |
| American Elec Pwr Co Inc | AEP | Shares | $12K | 100 |
| Merck & Co Inc | MRK | Shares | $11K | 100 |
| Altria Group Inc | MO | Shares | $10K | 180 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.